Multi Family Office

Golden State

Golden State is a multi-family office headquartered in South Coast Metro. Founded in 2013 by investment advisory executives, it manages wealth generated through their financial services enterprises and partners with advisors across the United States,...

Golden State

Golden State

Golden State is a multi-family office headquartered in South Coast Metro. Founded in 2013 by investment advisory executives, it manages wealth generated through their financial services enterprises and partners with advisors across the United States, providing portfolio management, estate planning, and alternative investment access for client families. The firm maintains a multi-custodial platform and institutional research—supports independent advisors with compliance, technology, and succession planning.

Website
teamgoldenstate.com
LinkedIn
linkedin.com/company/golden-state-wealth-management

General information

Firm type

Multi Family Office

Year founded

2013

AUM

—

Location

Region

North America

Country

—

City

Costa Mesa

Corporate office

3200 Park Center Drive, Suite 1400, Costa Mesa, CA 92626

Frequently asked questions

What is Golden State?

Golden State is a multi family office headquartered in Costa Mesa.

When was Golden State founded?

Golden State was founded in 2013.

Where is Golden State headquartered?

Golden State is headquartered in Costa Mesa, in the North America region.

What does Altss track for Golden State?

Altss maintains an OSINT-verified profile of Golden State covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Golden State's website?

Golden State's public website is teamgoldenstate.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Golden State?

Golden State is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Golden State?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Golden State?

Golden State's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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